IF
BSCM

Ironwood Financial’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Ironwood Financial’s Portfolio BSCM Stock Details BSCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-63,398
Closed -$1.34M – 140
2022
Q3 		$1.34M Sell
63,398
-44,920
-41% -$953K 0.45% 47
2022
Q2 		$2.29M Sell
108,318
-19,375
-15% -$411K 0.74% 30
2022
Q1 		$2.71M Sell
127,693
-103,590
-45% -$2.21M 0.77% 29
2021
Q4 		$4.95M Sell
231,283
-53,316
-19% -$1.14M 1.35% 23
2021
Q3 		$6.13M Sell
284,599
-77,894
-21% -$1.68M 1.79% 20
2021
Q2 		$7.83M Sell
362,493
-112,792
-24% -$2.44M 2.35% 14
2021
Q1 		$10.3M Sell
475,285
-156,285
-25% -$3.39M 3.36% 4
2020
Q4 		$13.7M Buy
631,570
+6,075
+1% +$133K 5.14% 4
2020
Q3 		$13.7M Buy
625,495
+8,900
+1% +$195K 6.86% 3
2020
Q2 		$13.5M Buy
616,595
+50,700
+9% +$1.1M 7.27% 3
2020
Q1 		$12M Buy
565,895
+6,775
+1% +$144K 8.21% 5
2019
Q4 		$12M Buy
559,120
+43,162
+8% +$927K 5.51% 5
2019
Q3 		$11.1M Buy
515,958
+5,620
+1% +$120K 5.32% 6
2019
Q2 		$10.9M Buy
510,338
+18,301
+4% +$388K 5.36% 4
2019
Q1 		$10.4M Buy
492,037
+11,190
+2% +$234K 5.37% 4
2018
Q4 		$9.91M Buy
480,847
+14,978
+3% +$308K 5.56% 4
2018
Q3 		$9.62M Buy
465,869
+52,198
+13% +$1.08M 5.11% 6
2018
Q2 		$8.54M Buy
+413,671
New +$8.54M 4.95% 8
2018
Q1 		– Sell
-324,752
Closed -$6.88M – 287
2017
Q4 		$6.88M Buy
324,752
+132,173
+69% +$2.81M 4.14% 8
2017
Q3 		$4.12M Buy
+192,579
New +$4.12M 2.55% 12

Other funds holding BSCM

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ironwood Financial's BSCM Position: Q4 2022 in Review

Ironwood Financial sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q4 2022, closing a stake of 63,398 shares — an estimated $1.34M sold.

Ironwood Financial first reported a position in BSCM in Q3 2017 and held it in 20 quarters. The position peaked at $13.7M in Q4 2020. 3 funds tracked by Wall St. Rank hold BSCM as of Q4 2022.

  • Ironwood Financial reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Ironwood Financial sold 63,398 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2022, an estimated $1.34M.
  • Ironwood Financial first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q3 2017 and held it in 20 quarters.
  • Ironwood Financial's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $13.7M in Q4 2020.
  • 3 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2022.

Based on Ironwood Financial's 13F filing for Q4 2022, filed 14 Feb 2023.